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Building 2TESSARA FINANCIAL ADVISORS, INC.

Map pinLARKSPUR, CA
Phone415-925-1100
NotebookSEC #801-118106
Total AUM
$186.8M
Employees
2
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 LARKSPUR LANDING CIRCLE
SUITE 200
LARKSPUR
CA 94939
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
415-925-1100

ReceiptFinancials

Total AUM
$186.8M
Accounts
159
Discretionary
$186.1M
Accounts
4
Non-Discretionary
$735K
Accounts
155

ContactClients

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Individual Clients
106
AUM
$56.5M
HNW Individual Clients
49
AUM
$129.6M
Charitable Organization Clients
4
AUM
$735K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
AGREED NEGOTIATED RATES

Shield checkCompliance

Disclosures
SEC/CFTC Cause of Denial/SuspensionSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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